Jonathan Smith is a Senior Vice President and Private Client Advisor at Bank of America Private Bank in Pittsburgh, Pennsylvania. Working with a talented team of specialists, he is a dedicated advisor to generations of families led by successful executives, business owners, and other ambitious wealth creators – both active and retired.

As a Private Client Advisor, experience tells Jonathan that superior wealth management is predicated on an advisor’s ability to hear what clients say (and may not say). Given his emotional intelligence and intuitive sense for people and their priorities, he helps clients articulate what they may not have told with a previous advisor.

On each client’s behalf, Jonathan helps craft strategies for investment, retirement, liability management, tax minimization and wealth transfer. His heightened sensitivity to tax efficiencies, clients’ business succession goals, and insulating family wealth across generations leads to him coordinating with clients’ CPAs and attorneys on a regular basis.

Beyond dollars and cents, Jonathan finds that getting to know families and providing simple solutions to complex situations is tremendously gratifying. Passionate about doing “the right thing” for clients. he enjoys hearing when key milestones and objectives have been reached.

Before joining the Private Bank in 2024, Jonathan held advisory positions at Citizens Bank for two years and BNY Mellon Wealth Management for 13 years. A native of Pittsburgh, he is considered a “Double Duker” – having earned a B.S.B.A. and J.D.* from Duquesne University. A loyal Steelers fan. Jonathan’s greatest joy is family time – spent with his wife, Andrea, their four daughters and one puppy. A fixture on local basketball courts, soccer, and softball fields, Jonathan is a popular (and tired) coach. *Jonathan does not offer legal advice in his role at the Private Bank.